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SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹232 Cr

Lock In Period

N/A

Expense Ratio

0.34

Exit Load

Nil

Benchmark

CRISIL IBX Financial Services 9-12 Months Debt Index

SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.810.472.89
6M0.002.164.06
1Y0.004.477.51
3Y0.0012.4526.01

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-06-15
View allocation % by

1. National Bank for Agriculture and Rural Development11.52%
2. Bank of Baroda5.69%
3. Punjab National Bank3.80%
4. Canara Bank1.89%

1. Mahindra & Mahindra Financial Services Ltd.9.45%
2. Bajaj Finance Ltd.9.41%

1. Bajaj Housing Finance Ltd.9.90%
2. LIC Housing Finance Ltd.7.90%

1. Small Industries Development Bank of India7.56%
2. HDFC Bank Ltd.7.54%

1. REC Ltd.9.96%

1. Aditya Birla Capital Ltd.9.43%

1. TREPS14.14%
2. Net Receivable / Payable-8.19%

About Fund SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth

SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth managed by SBI Mutual Fund,is a Debt - Gilt / Govt.scheme with Assets Under Management of ₹232 Crore. The fund benchmarks its performance against the CRISIL IBX Financial Services 9-12 Months Debt Index while maintaining an expense ratio of 0.34. Under the expert guidance of Rajeev Radhakrishnan ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Rajeev Radhakrishnan

Mr. Rajeev has done his B.E (Production), MMS (Finance) and Cleared Level 2 of the CFA exam conducted by CFA Institute, USA. Total experience of 9 years in funds management. Around 5 yrs in Fixed Income funds management and dealing. Previously he was associated UTI Asset Management Company Ltd. as Co - Fund Manager.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Motilal Oswal Nifty G- Sec May 2029 Index Fund Growth00.44 CR0.34
ICICI Prudential CRISIL-IBX FinancialServices 3-6MonthsDebtIndexFund Growth0501.71 CR0.25
SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth0232.49 CR0.34
Nippon India Nifty G-Sec June 2036 Maturity Index Fund Growth0753.37 CR0.42
HDFC Nifty G-Sec Jun 2036 Index Fund Growth0843.8 CR0.35
Fund Name1Y3Y
This FundMotilal Oswal Nifty G- Sec May 2029 Index Fund Growth00
This FundICICI Prudential CRISIL-IBX FinancialServices 3-6MonthsDebtIndexFund Growth6.72150
This FundSBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth00
This FundNippon India Nifty G-Sec June 2036 Maturity Index Fund Growth4.574825.0921
This FundHDFC Nifty G-Sec Jun 2036 Index Fund Growth4.785225.3348

SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth FAQs

SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth is 0.34. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth’s fund performance is as follows:
  • 1 Month : 0.81%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth are updated daily based on NAV of ₹ 10.1343 as on Jul 14,2026. Since inception, the return has been 0.00%.

You can invest in SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth is ₹232 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.